Advanced Micro Devices Inc (AMD)

[JLS]

You had me going there for a minute.

I was thinking, what on earth does ADM have to do with any of this?. This is supposed to be all about electronic chips, not cow pies.

ADM? ... Archer-Daniels-Midland. That company sells agricultural products. What can I say? I was born on a farm, and I think huge feed lots filled with cow poo smell like money.

Forget about Cramer ... he doesn't have a clue about electronic components. I used to break out laughing every time I heard him talk about rams. Rams are male bighorn sheep. Of course I knew he was really talking about RAM (Random Access Memory), but RAM is both plural and singular -- there's no such thing as RAMS -- and if he had a clue about what he was trying to talk about, he would know that.

A quick diversion ....

I think AMD was bound to sell off sooner or later. My opinion is that AMD went too far too fast and the horizontal channel it was in was too narrow to sustain. So when I watched AMD break lower out of that channel again, like it did on the two days before yesterday, and the stock started trading significantly below SMA(20), and the last string of days were red-grn-red-grn-red (like a frog in a blender), and SMA(3) crossed below SMA(20) like it wasn't there, I punched the sell button on everything. No regrets.

Back to Intel ...

The INTC news is twisted news. As many times as they have been late -- really late -- can anyone really trust what Intel says now?

The following news about Intel is new enough and talks about releases very soon, and Intel has so many products that it'll make your head spin, but you have to read it carefully -- my bold text for emphasis.............................

But come September, Intel's ninth-generation processors, an evolution rather than revolution of the Coffee Lake S architecture, itself a confusing variant on the Coffee Lake microarchitecture, will make their debut.

The Core i9-9900K will rule the roost for Intel's chips in the third quarter of 2018, while the Core i7-9700K will lurk behind it.

A Coffee Lake S refresh of the rest of the Core i5 chips is expected in piecemeal form, with the Core i5-9600K and Core i5-9400 debuting in September, followed by a full refresh throughout the first and second quarters of 2019. The Core i3 range won't get the Coffee Lake S refresh until 2019.

So that's the roadmap, and it would appear that the chips will use Intel's 14nm+++ fabrication process; Coffee Lake S chips use the 14nm++ process and Kaby Lake CPUs has a 14nm+ fabrication. This again suggests Intel is still some way off from creating its first 10nm chips, with it instead eking out as much as possible of out the 14nm process.

As such, we doubt we'll see 10nm based Intel processors much earlier than 2020. We can expect either a mild performance hike or improvement in power consumption for the Coffee Lake S refresh, but we don't expect any serious increases in processing power or core counts unless Intel knocks out some new special edition chips.

http://tinyurl.com/y8gr5eev